This company has been marked as potentially delisted and may not be actively trading. Carter Bank and Trust (CSRE) Institutional Ownership Add Share Share Ownership Stock AnalysisDividendHeadlinesOwnershipTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Carter Bank and Trust (NASDAQ:CSRE)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$5.71MNumber ofInstitutional Sellers(last 12 months)0 Get CSRE Insider Trade Alerts Want to know when executives and insiders are buying or selling Carter Bank and Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CSRE Institutional Buying and Selling by Quarter Carter Bank and Trust Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/1/2025Tevis Investment Management26,560$685K0.4%N/A0.000% 7/28/2025 RFG Advisory LLC56,105$1.45M0.0%N/A0.000% 7/16/2025 Maridea Wealth Management LLC8,700$225K0.1%N/A0.000% 7/10/2025 SK Wealth Management LLC110,882$2.86M1.2%+132.6%0.000% 7/9/2025 Krilogy Financial LLC10,175$263K0.0%N/A0.000% 5/19/2025Jane Street Group LLC11,348$290K0.0%N/A0.000% 4/22/2025 SK Wealth Management LLC47,675$1.16M0.6%N/A0.000% (Data available from 1/1/2016 forward) CSRE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CSRE shares? During the previous two years, the following institutional investors and hedge funds held shares of Carter Bank and Trust shares: SK Wealth Management LLC ($2.86M), RFG Advisory LLC ($1.45M), Tevis Investment Management ($685K), Jane Street Group LLC ($290K), and Krilogy Financial LLC ($263K), Maridea Wealth Management LLC ($225K).Learn more on Carter Bank and Trust's institutional investors. Which institutional investors have been buying Carter Bank and Trust's stock? The following institutional investors have purchased Carter Bank and Trust's stock in the last 24 months: SK Wealth Management LLC ($110.88K), RFG Advisory LLC ($56.11K), Tevis Investment Management ($26.56K), Jane Street Group LLC ($11.35K), Krilogy Financial LLC ($10.18K), and Maridea Wealth Management LLC ($8.70K). How much institutional buying is happening at Carter Bank and Trust? Institutional investors have bought a total of 223,770 shares in the last 24 months. This purchase volume represents approximately $5.71M in transactions. This page (NASDAQ:CSRE) was last updated on 8/2/2025 by MarketBeat.com Staff From Our PartnersElon’s BIGGEST warning yet?Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...Brownstone Research | SponsoredChina just unlocked Nvidia’s AI chips—what that means for youTired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. Tim’s XGPT system...Timothy Sykes | SponsoredThis Social Security Shift Could Boost Benefits by 400%If you currently collect Social Security—or plan to in the future—this may be one of the most important update...InvestorPlace | SponsoredMan Who Called Nvidia at $1.10 Says Buy This Now...In 2004, one man called Nvidia before just about anyone knew it existed. 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